A complete list of active advisors currently associated with Eckman Wealth Management, LLC

Warmer can help you find a great advisor at Eckman Wealth Management, LLC or one who fits your needs even better.

Eckman Wealth Management is a small team adviser that serves individual and high‑net‑worth clients, charitable organizations and estates, managing roughly tens of millions of dollars for several hundred client relationships. The firm provides discretionary investment management alongside financial planning, consulting on retirement, real estate and insurance matters, and facilitates estate‑planning and tax‑related services as part of its offering. The firm follows a top‑down, macro‑driven investment approach, emphasizes asset allocation over individual security selection, and primarily implements portfolios with ETFs supplemented by select mutual funds and individual securities; it generally maintains a long‑term, low‑turnover strategy with quarterly monitoring and periodic rebalancing and can adopt defensive cash positions in extreme market conditions. Accounts are typically custodied at a major custodian recommended by the firm, and the adviser delivers discretionary trading authority in most client relationships while occasionally accommodating non‑discretionary engagements. Notable features in the firm’s ADV include facilitation of estate plans through a self‑guided digital platform and coordination with an outside law firm for attorney‑prepared documents, and disclosure that tax return preparation is available through an affiliated tax practice — services that extend beyond the standard planning scope of many peers. The brochure also discloses that several advisory personnel maintain insurance licenses and other outside business activities, and it reports prior regulatory orders concerning supervision and interstate registration, matters the firm says are addressed in its compliance program.

To learn more about the advisors currently working at Eckman Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Eckman Wealth Management, LLC's office locations.